Energy Select Sector SPDR shares owned by Independent Wealth Network
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 30k | 94.41 |
| 2023-12-31 | $2.5M | 30k | 83.84 |
| 2023-09-30 | $2.2M | 25k | 90.39 |
| 2023-06-30 | $1.7M | 21k | 81.17 |
| 2023-03-31 | $1.0M | 13k | 82.83 |
| 2022-12-31 | $598k | 6.8k | 87.47 |
| 2022-09-30 | $330k | 4.6k | 71.96 |
| 2022-06-30 | $448k | 6.3k | 71.53 |
| 2022-03-31 | $489k | 6.4k | 76.44 |
| 2021-12-31 | $241k | 4.3k | 55.59 |
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